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I open-sourced 3 tools I kept rebuilding across Salesforce projects. Maybe they save you some time too :)

 

After 15 years of Salesforce implementations, I noticed I was solving the same three problems on almost every project. Data migrations that break in the same ways. Trigger code that turns into spaghetti. AI agents that need 500 lines of glue code just to read a Contact record. So I packaged up the patterns that actually survived production and put them on GitHub. All free, all MIT/Apache licensed. Take what's useful, ignore what isn't. Here's what's in there:

  1. Salesforce AI Agent Framework (SAAF) https://github.com/sandiphpatel87/salesforce-ai-agent-framework  

    If you've tried building AI agents that work with Salesforce, you know the pain. LangChain and CrewAI don't understand governor limits. They don't know about FLS. They can't invoke a Flow or navigate a lookup chain. SAAF is a Python framework with agents that actually understand Salesforce. It ships with three pre-built agents (Lead Qualification, Case Routing, Opportunity Scoring) and works with Claude, GPT, or local models through Ollama. The part I'm most excited about: it includes an MCP Server. If you're using Claude Desktop or Cursor, you can connect it directly to your Salesforce org. Ask Claude "show me all opportunities closing this month over $50K" and it writes the SOQL, runs it, and gives you the results. No code needed on your end. Every agent action gets audit logged, there's a dry-run mode so you can preview changes before committing, and it tracks governor limits automatically so you don't blow through your API calls. Stack: Python 3.10+, simple-salesforce, MCP SDK. MIT license.

  2. CRM Data Migration Toolkit https://github.com/sandiphpatel87/crm-data-migration-toolkit  

    I've done 100+ data migrations at this point. The same things break every time: phone numbers in 15 different formats, state names that aren't abbreviations, orphaned Contacts with no Account, picklist values that don't match between systems. This toolkit handles the unglamorous work. It has 13 built-in transforms (phone normalization, state abbreviation, date parsing, HTML stripping, etc.), a validation framework that catches problems before you touch Salesforce, and deduplication logic. It also ships with pre-built templates. Right now there's a HubSpot-to-Salesforce template that maps Companies to Account, Contacts to Contact, and Deals to Opportunity with the correct stage mapping. If you're doing a HubSpot migration next quarter, this saves you a few days. The whole thing runs in dry-run mode by default so you see exactly what would happen before a single record gets created. Stack: Python 3.10+, simple-salesforce. Apache 2.0 license.

  3. Salesforce Process Automation Recipes https://github.com/sandiphpatel87/salesforce-process-automation-recipes  

    This one is less of a tool and more of a cookbook. It's a collection of automation patterns I've used across different orgs, each with the actual code, a writeup of the business scenario, and the gotchas that only show up in production. What's in there so far:

Trigger Handler Framework with recursion guards and per-user bypass (the "one trigger per object" pattern done right) Queueable Chain for processing 100K+ records without hitting limits REST Callout with Circuit Breaker so your integration doesn't take down the org when the external API goes sideways Slack Notification Engine with Block Kit formatting AI Case Classifier that auto-categorizes incoming cases using an LLM Lead Round Robin Flow with timezone awareness and vacation handling Opportunity Stage Validation with configurable gates via Custom Metadata Case Escalation Timer for SLA breach automation

Each recipe includes the business problem it solves, not just the code. I tried to write the docs I wish existed when I was figuring this stuff out. Stack: Apex, Flows, LWC. MIT license.

Contributing All three repos have CONTRIBUTING.md files and issue templates. If you've solved similar problems and want to add your patterns, PRs are welcome. I'm especially looking for:

Migration templates for other CRMs (Dynamics, Zoho, Pipedrive, Freshsales) Industry-specific agent recipes (Healthcare, Financial Services) Performance benchmarks from high-volume orgs

If any of this is useful to you, that's great. If you have feedback on what could be better, I'd rather hear it. Drop a comment or open an issue.  

Your Friend, Sandip 

 

#Salesforce  #Agentforce  #Open Source Tool

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